Financial Safari with Marty Nevel
Financial Safari with Marty Nevel
Playlist by Financial Safari with Marty NevelOur goal is to look at your personal situation and work with you to make effective and wise decisions in every aspect of your retirement future. Marty Nevel shares details on comprehensive estate plan…229 clip(s) in playlist
2025 Financial Goals
Marty discusses the importance of setting financial resolutions for the new year, emphasizing the need for discipline and accountability in achieving these goals. He explores various strategies for managing retirement accounts, particularly 401(k)s, and the implications of cashing out versus rolli…
51:41
Financial Resolutions
Marty discusses the shift in focus for Americans as they approach the new year, emphasizing the importance of financial resolutions over traditional goals. He highlights the need for realistic financial planning, the significance of having an emergency fund, and the role of a financial coach in ach…
51:06
The Right Balance in Retirement
Marty discusses various aspects of retirement planning, including the impact of a new presidential administration on retirement savings, the importance of regular financial check-ins, maximizing retirement contributions, maintaining emergency funds, utilizing health savings accounts, and the comple…
51:41
Retirement Target Date
Marty discusses the feasibility of retiring in three years or less, emphasizing the importance of health insurance, cash flow, and guaranteed income. He provides insights on maximizing retirement contributions, strategies for Social Security, and the necessity of managing high-interest debt. The di…
51:34
Mimic the Millionaires
Marty points out the financial habits of wealthy individuals and how they can be applied to personal finance strategies. The discussion covers the importance of long-term planning, risk management, and the value of professional financial guidance. Additionally, the conversation highlights common re…
51:01
2025 Retirement Changes
Marty discusses significant changes in retirement planning set to take effect in 2025, including increased contribution limits, automatic enrollment in 401k plans, and the implications of the Secure Act 2.0. He emphasizes the importance of saving and maximizing contributions, understanding required…
51:32
Wealth Preservation
Marty discusses the essential strategies for wealth preservation and retirement planning. He emphasizes the importance of having a financial plan, diversifying investments, maintaining an emergency fund, and implementing effective tax strategies. The discussion also highlights the role of professio…
51:30
Retirement ‘Round the Thanksgiving Table
Marty addresses the realities of retirement planning, emphasizing the importance of meeting concerns such as market volatility, Social Security, health, and inflation. The discussion also touches on political concerns and the dynamics of family gatherings during the holidays, highlighting the impo…
50:39
Learn from the Financial Infamous
Marty discusses the realities of retirement planning, highlighting common mistakes retirees make, such as underestimating expenses and not factoring in healthcare costs. He emphasizes the importance of maximizing social security benefits, implementing proactive tax strategies, and planning for long…
51:04
Retirement Treats
Marty explores the parallels between Halloween treats and retirement planning. He discusses the importance of layering income sources, maximizing social security benefits, and preparing for inflation and medical costs. Marty emphasizes the need for a comprehensive retirement plan that includes str…
51:23